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Approved work goes to the software your firm already uses.
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Approved year-end files: working papers, lead sheets and entries.
Approved T2 return data and schedules.
Approved T2 return data and schedules.
Approved T1 return data.
Transactions and balances for bookkeeping and year-end.
Client emails, compiled into each client’s history.
Call summaries for each client’s history. Record calls only with consent.
Texts and photos clients send.